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New Features - MAJOR Release 2.210 - Lock forms after submission, Task Library, Improved Pricing Table

So many excellent changes this update - the biggest ones are sponsored, but there are lots of excellent new features for all accounts

☀️ This is a MAJOR Release

If you're unsure how to read the notes or how to make the most of YouLi, you can schedule a 1:1 Consulting session with one of our experts, and we will walk you through the features and best practices.

🐶 Scout, our AI Powered Chat

Have you had a chat with our new AI-powered helper yet? He’s here to answer your questions about our latest features or old ones you haven't discovered yet. 💬

Try asking him anything! He’ll do his best to help… but fair warning: he is a dog. 🐾 So if he gets a bit confused, just toss him a treat (or open a support ticket) and a human will be assigned to assist.

Look for the chat bubble here or inside the platform and start a conversation. See how quickly he can fetch the right help article for you! 🐕

Scout 208 Release

NEW FEATURES

😲 Control which forms can be re-submitted

This new feature provides extra control per Task, but if you want to lock forms after being submitted regardless of review - then you need the ACCOUNT -> SITE SETTINGS option: 'Block changes to Task Responses on Trip Page.' 

Learn More

Tired of Travelers changing their data after you’ve sent it to your suppliers?

Use Tasks that Require Review to block changes once responses have been reviewed.

📣 Good News: This applies to all plans! 

To activate for any Task that you want to restrict changes:

  1. Edit the Task from Manage Tasks
    edit-task
  2. Check the  "Yes" box under "REQUIRES A PLANNER TO REVIEW"
    Screenshot 2025-10-20 at 11.29.45 am
  3. Publish the changes
  4. Click to RESPONSES: 
    responses
  5. You'll see the PLANNER REVIEW column with a checkbox. Click to resolve:
    Screenshot 2025-10-20 at 11.34.55 am
  6. In the popup:
    Optionally send a message to the Traveler.
    Optionally update the Planner Notes (not seen by Traveler). 
    Optionally send an email to Traveler (if email provided)
    Then click UPDATE to resolve.
    Screenshot 2025-10-20 at 11.35.41 am
  7. You'll then see the date it was reviewed in the RESPONSES view. This checkmark indicates they can not EDIT
    Screenshot 2025-10-20 at 11.35.26 am

Remember that Planners can still update response:
Screenshot 2025-10-20 at 11.41.35 am

Travelers will be blocked:

Screenshot 2025-10-20 at 11.41.05 am

💱 Authorize.Net

Checkout Flow now works with Authorize.Net payment gateway

And extra bonus - works with Make a Charge for Planners as well.

Do you want better rates and confidence your funds won't be restricted? You might want to consider a gateway like Authorize.Net - available to well established US companies. Integration available on Enterprise plans.

Contact Sales to Learn More 

# 6870

📦 Price per Night Packages

If you don’t use this option yet, you should check it out! 

It allows Travelers to select their arrival and departure dates and the price adjusts dynamically based on the number of nights.

Learn More

We’ve fixed a few bugs to make it even better:

  • Number of nights will now automatically update based on the selected dates
  • One of the sub-totals was incorrect when custom dates were selected for occupancy greater than 1 - FIXED!

# 10446, 10445

💽 Configured Reports

  • New option to include ALL optional items on the trip - regardless of their names. This makes it really easy to make one report that can be installed to handle all your trips, regardless of the names of the add-ons/optional items. 

Learn more about how Configured Reports can work for you

# 10500

🗒️ Traveler - Planner Notes

These are the notes you don't want people outside your team to see. It's ok, it's a safe space to jot down what you really need to say!

Last update we changed these to be Rich Text, this update we have added a few more enhancements:

  • Shown more prominently on TripBoard below the profile information and full width
  • Show on hover for People Search
  • Not shown to Affiliates
  • When a Payment is Marked as Received, sometimes (rarely) the wrong note was used - FIXED

# 10479, 10480, 10534

💵 Pricing Table

Managing Pricing can get complicated - and we are here to support your need to keep track of it all.

  • Category now shows in the table for accounts configured with this feature. So you can quickly see if people booking onto this package will be assigned to a category - which controls the itinerary and task forms they see.
  • The Affiliate Profile pricing will now show along with the Public pricing
  • 📦🗒️ Add/Edit Package Notes that allow you to remember special aspects of your packages that shouldn’t be visible to Travelers and Affiliates - things like reserved spots edit-package-notes

# 10436, 10503, 10340

SPONSORED FEATURES

🙌 Affiliate Profile feature

For sponsoring clients, manage the linked Affiliates per Trip and even set pricing for Affiliates differently from Public bookings.

  • See currently configured Affiliate Profiles 
  • Set the price for linked Affiliates at the Template level
    • This will apply when the Trip is made and Affiliate Profiles are linked
  • You cannot create Affiliate Profile restricted packages at the Template level, just in the Trips
  • Green/Red dot indicating if the tag for the embed code is set for this Affiliate on a Trip - so you can know if is should appear on the co-branded site
  • Linked Affiliate Profiles will be included when copying a Trip, including Affiliate specific packages. However they will not be copied to/from Templates
  • Deprecated Price per night option will not show for Affiliate Profile accounts

# 10497, 10342, 10459, 10495, 10474

✅ Full Task Library with Sync Changes

Sponsored feature - contact your account manager to request access.

➕ Reservations across Pre/Post and Main tours

Sponsored feature allowing Planners to link bookings across Pre/Post/Main Tours and allow for management of multiple bookings in one view for multiple people.

  • Add reservations
    • Automatically generate a reservation number in friendly format
    • Add new people to an existing reservation in another room type/room
  • Overbooking flag management
  • People Search by Reservation Number 

BUGS & ENHANCEMENTS

  • 🐞10516 - GetTrips API was returning an error. HOTFIXED
  • 🐞10521 - Errors when editing line items. HOTFIXED
  • 🐞10524 - Stripe surcharge rounding error blocked some payments. HOTFIXED
    • Thanks to Live N Learn for reporting
  • 💪10514 - Do not allow Automatic cancellation days to be less than late fee days
  • 💪10490 - Block bot activity requesting receipts.
  • 💪7623 - Security improvement to ensure JS entered by Planner cannot be run on Trip Page - this should only block malicious users
  • 💪10486 - Performance optimization across many Planner pages to avoid loading payment methods if they are not needed.

🔜 COMING SOON

Not scheduled for this release, but we are working on more things coming soon.